There are many businesses and communities which have membership organizations. It could be small, with only a few people, or extremely large, having more than 50,000 members.
Tracking all of the activities can make your head swirl. You need to check out renewals, contact information, participants, and even membership fees. It’s a lot of work to keep track of those things.
That is where Wild Apricot comes in. It’s one of the most well-known membership management software which can help you not only track and record but also build your website, and it even has some email marketing features.
In this guide, you’ll learn if Wild Apricot is what you’ve been looking for.
Before you go on, you may want to check out this video by Capterra on YouTube that gives a quick overview. Afterward, you’ll want to read the rest of our article for a more comprehensive review.
What’s Wild Apricot? How To Track Event And Invoices Wild Apricot
Wild Apricot is a Canadian software company that caters to small to midsize membership organizations. Personify, a Constituent Management and Engagement platform acquired them back in 2017.
It’s focused on keeping track of members so that nonprofit organizations and clubs can charge them for events and dues. It’s also used to notify them about these notifications.
It’s intended to be the solution to build and manage a membership-based site by supporting different applications. It’s built-in financial reporting and email marketing tools.
Who can use Wild Apricot?
Though it’s targeted at nonprofit organizations, associations, and clubs, it may be used by anyone who’s looking for a software that can help them operate like a membership-based entity.
There are a number of ways to utilize Wild Apricot using its own features. They also have a setup wizard that can help their users navigate the software effortlessly. If you need assistance, you can even contact their trainers.
What are the features?
Wild Apricot offers features which may be accessed by each member, irrespective of their membership level. Navigating these tasks is easy since you can do it from your dashboard; From building your website to handling and creating events, you will be able to keep track of everything.Here are some of Wild Apricot’s features.
Wild Apricot has a website and hosting features done through AWS. To help in creating your own site, they also provide drag and drop editors as well as templates.
If you don’t have any experience making your own website, or if you do not have sufficient budget to hire an expert, this feature is very helpful. It’s also great for those people who are working under a time constraint.
Apart from the customizable themes and templates available, you can also create your own templates.These can use the default layouts that you’ve set to your template. And to avoid confusion, your editing page will offer a green highlight to the changes that you’ve made to your work.
If you are using a free account, you get a free subdomain generated with the email address you registered when you signed up. You will need to avail for a paid membership account if you would like to make your own domain name.
Online Store Builder
Besides building sites, they also offer other features like the online store and program builder.
With the online shop, you can sell both digital and physical goods. You can set up the costs, discounts, and other bargains.
For physical products, you can send them directly to Wild Apricot so they can handle the distribution procedure. They’ll monitor the process inventory and payments. However, you will be the one to manage the logistics.
For now, the only downside for their online store builder is that you can not add shipping calculation tools or options to adjust the prices for certain product variants.
Membership Information Storage
Members will be able to access their profiles to update any changes. This will be in sync in real-time across the website and the mobile program.
You’ll be able to access the data since it is stored in a cloud database. To make it simple, it is searchable, and you can use it to make membership levels and renewals customizable.
If you’re switching from a different management service, you do not need to worry about your old membership database. Wild Apricot will let you import your current database into the program.
You could even create a member’s directory with your database so other members can look at other subscriber’s profiles. How To Track Event And Invoices Wild Apricot
Wild Apricot Payments and Donations
Wild Apricot can also handle online shop and member payments. Their payment gateway is easy and simple to use. All you will need to do is create an account with AffiniPay, which is their payment processor. On the other hand, buyers will only need to enter their card details for their orders to be processed.
In addition to that, website owners won’t be charged contract fees or setup fees. Though they charge processing fees, it’s pretty competitive, having just 2.9% and an additional $0.30 for each trade.
Take note, though, that the processor is available only to the American and Canadian Wild Apricot clients. Furthermore, the processing fees can differ depending on where you are. There are international processing fees for members who are based in different countries.
Since Wild Apricot was mainly made for nonprofit institutions, Wild Apricot added a donations feature. You may add a donation button and have a widget for the donation drive goals and progress. The database of the donations you received is also exported.
There’s no better means of keeping in contact with your members than through emails. Wild Apricot lets you send newsletters, invoices, reminders, and even occasion invitations through their email features and templates.
Wild Apricot gives you the choice to start from a blank canvas or use their templates. If you’re worried that it will seem generic, you can customize the templates using their drag and drop editor.
You can also segment your mailing list. Throughout your member’s database, you can use it to target campaigns or handle other tasks such as confirmations, reminders, or account upgrades.
Wild Apricot also includes open trackers and analytical reports to get the most out of this email marketing feature. It will provide you the metrics you need in making a successful campaign.
The email address will be the same as your subdomain, even if you opted to use their free plan. Should you upgrade to a paid plan, you can create a custom domain for your website and for your email.
Wild Apricot lets you make and share a calendar of any events you will be hosting. You could also use this to set up registration forms, process payments, as well as waitlists.
Wild Apricot Pricing and Plans
The free plan allows you to have up to 50 members. If you wish to add more members, then you will need to upgrade.
Overall, Wild Apricot has 7 strategies to select from. You can pay it annually or every 2 years.
The cost increases as you increase the amount of members. For starters, their Personal Plan can accommodate up to 100 members for $40 a month. The maximum amount of members Wild Apricot can hold is 50,000. This falls under the Global Plan, which costs $600 a month.
If you Pre-pay for 1 year, you will able to save 10%. Another payment strategy is to cover 2 years ahead, which makes it possible to save 15%.
They offer competitive prices considering these include email management and website hosting. They also provide a free trial for their paid plans. How To Track Event And Invoices Wild Apricot
Pros and Cons
Before continuing on to the final section, we will summarize the pros and cons of utilizing Wild Apricot to help you decide.
Here are the Pros and Cons:
Tons of videos and tutorials
Offers flexibility for clubs, associations, and nonprofits
Offers a free plan
Each paid plan has a free trial
User interface is a bit confusing
No membership ID on the system
Payment gateway is limited to clients from the USA and Canada.
If you’re looking for a platform that can help you manage your membership-based website, Wild Apricot is recommended. It was made to be used by membership organizations and associations, so the prices are not too high. They even provide a free plan and a free trial on their paid plans.
However, if you’re planning to use this for handling your business, it may be best to find a different platform. If you’re really curious, however, it would not hurt to use their free trial.
But even if it was not made for businesses, it’s still able to execute well. You can use it to sell online classes, but you will need a link which will lead them to an outside site. For businesses with a good deal of occasions, this is a great platform to operate and execute event management strategies.
Overall, Wild Apricot is a good platform, especially for associations and organizations. It gets the job done without being too expensive. If that’s not enough to convince you, you could always use their free trial to see for yourself.
FAQ How To Track Event And Invoices Wild Apricot
Are there any system requirements?
Your resolution should have at least a width of 1280 pixels for the software to work efficiently.
Will it work on any browser?
Yes, Wild Apricot is supported by the most popular browsers. To avoid glitches, opt for Microsoft Edge, Google Chrome, Safari, or Firefox.
Are there any tutorials to browse the software?
Yes. Wild Apricot has many videos to help you get started. Just go to their site for a list of the webinars and tutorials.
How long does the free trial last?
Wild Apricot’s free trial lasts 30 days.
Are there any additional costs?
Wild Apricot does not have extra transaction fees. You get all the features whether you picked the paid or free plan. The only time you will pay for extra costs is when you use a third party payment provider for your online store.